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Hedge Funds Similar to Atlas FRM

13F Portfolio OverlapQ2 2026Atlas FRM portfolio →
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Most similar hedge funds by 13F overlap

Atlas FRM LLC is an institutional investor managing $2.3B across 25 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Atlas FRM are Oakum Bay, CROWN ADVISORS, BERNZOTT ADVISORS, with shared positions in $RYN, $LGIH, $WY, $MTH, $FCFS, $EZPW. The full ranking of 10 similar funds is below.

#1Oakum Bay Capital LLC
Notable overlap · 4 shared positions
$RYN$LGIH$WY$MTH
$187M
88 positions
#2CROWN ADVISORS MANAGEMENT, INC.Active
Some overlap · 4 shared positions
$FCFS$EZPW$GBX$BLDR
$182M
43 positions
#3BERNZOTT CAPITAL ADVISORSActive
Some overlap · 3 shared positions
$RYN$SLGN$JBI
$250M
35 positions
#4SPEECE THORSON CAPITAL GROUP INCActive
Some overlap · 3 shared positions
$ATR$RYN$SON
$468M
37 positions
#5REDWOOD CAPITAL MANAGEMENT, LLCSmart money
Some overlap · 3 shared positions
$MBC$FBIN$MERC
$927M
25 positions
#6EVR Research LPActive
Some overlap · 3 shared positions
$FND$MBC$SON
$203M
28 positions
#7DF DENT & CO INCPassive
Some overlap · 3 shared positions
$WCN$FND$VMC
$5.3B
271 positions
#8Cinctive Capital Management LPPassive
Slight overlap · 3 shared positions
$PKG$IP$BLDR
$2.7B
410 positions
#9Turtle Creek Asset Management Inc.Active
Slight overlap · 3 shared positions
$FND$BLDR$WFG
$2.6B
38 positions
#10Regents Gate Capital LLPActive
Slight overlap · 3 shared positions
$BLDR$BCC$VMC
$75M
37 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.